Oracle CRM On Demand Dashboards

Oracle CRM On Demand Dashboards

by Michael D. Lairson
Released August 2010
Publisher(s): McGraw Hill Computing
ISBN: 9780071745352

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Book description

Design and Deliver Oracle CRM On Demand Dashboards

Create custom, interactive dashboards to deliver actionable business intelligence directly to end users with help from this Oracle Press guide. Oracle CRM On Demand Dashboards provides comprehensive coverage of the versatile features available in Oracle Answers On Demand coupled with detailed planning and design strategies for building and deploying reports and dashboards with Oracle CRM On Demand. Real-world examples and time-saving formatting tips are included throughout this practical resource.

  • Configure administrative settings to access report and dashboard development tools
  • Take advantage of built-in dashboards
  • Plan dashboards and reports based on business needs
  • Create, edit, manage, save, and delete custom dashboards
  • Configure dashboard properties and pages
  • Add and configure dashboard objects, such as guided navigation, links, images, and folders
  • Display and arrange reports on dashboards
  • Develop dashboard filter prompts
  • Deploy dashboards to Oracle CRM On Demand end users

Table of contents

  1. Cover Page
  2. Oracle CRM On Demand Dashboards
  3. Copyright Page
  4. Dedication
  5. Contents
  6. Acknowledgments
  7. Introduction
  8. 1 Getting Started
    1. About Oracle CRM On Demand
    2. Access Control for Report Developers and Dashboard Developers
      1. Company Profile Setting Affecting Reports and Dashboards
      2. User Profile Settings Affecting Reports and Dashboards
    3. Exploring the Default Dashboards
      1. Overview
      2. Pipeline
      3. Sales Effectiveness
      4. Customer
      5. Service
      6. Marketing Effectiveness
    4. The Getting Started with Answers Window
      1. Subject Areas
  9. 2 Dashboard Design
    1. Planning Your Dashboards
    2. Why Do You Need a Dashboard?
      1. Easing Access to Information with a Dashboard
      2. Using a Dashboard to Cater Information to Users
      3. Providing Additional Functionality with a Dashboard
    3. How Will the Dashboard Be Used?
      1. Physical Dashboard Implications
      2. Cognitive Dashboard Implications
    4. Who Will Use the Dashboard?
  10. 3 The Manage Dashboard Screen
    1. The Dashboard Tab
    2. Manage Dashboards
      1. New Dashboard/Edit Dashboard
      2. Delete Dashboard
    3. Design Dashboard
      1. Dashboard Properties and Page Controls
      2. Dashboard Objects
      3. Saved Content
  11. 4 Dashboard Pages and Properties
    1. Configuring Dashboard Pages
      1. Multipage Dashboards
      2. PDF and Print Controls
      3. Dashboard Columns and Breaks
    2. Setting Dashboard Properties
      1. General Properties
      2. Dashboard Pages
  12. 5 Dashboard Objects
    1. Dashboard Sections
      1. Guided Navigation
      2. Format Section
      3. Drill In Place
      4. Arrange Horizontally
      5. Collapsible
      6. Rename
      7. Delete
    2. Links and Images
      1. Properties
      2. Rename
      3. Delete
    3. Text Objects
      1. Properties
      2. Rename
      3. Delete
    4. Folders
      1. Properties
      2. Rename
      3. Delete
    5. Guided Navigation Links
      1. Properties
      2. Rename
      3. Delete
    6. Summary
  13. 6 Displaying Reports on the Dashboard
    1. Adding and Arranging Reports on a Dashboard
      1. Display Results
      2. Report Links
      3. Show View
      4. Modify Request
      5. Rename
      6. Delete
    2. Property Combinations
    3. Designing Reports for Dashboards
      1. Adding, Removing, and Reordering Columns
      2. Formatting Columns
      3. Sorting Columns
      4. Filtering Report Data
      5. Report Views
      6. Pivot Tables
      7. Pivot Charts
  14. 7 Dashboard Filter Prompts
    1. Filter Prompt Basics
      1. Building a New Dashboard Filter Prompt
    2. Advanced Filter Prompts
      1. Showing SQL Results in Filter Prompt Fields
      2. Calculated Defaults
      3. Dashboards as Search Tools
      4. Prescriptive Dashboards
      5. “What If” Analyses
      6. Company Active Currency Prompt
  15. 8 Deploying Dashboards
    1. Dashboard Tab
    2. Embedded Dashboards
      1. Finding the Dashboard URL
      2. Dashboards in Custom Web Tabs
      3. Dashboards in Web Applets
      4. Dashboards in Reports
    3. Final Thoughts
  16. Index

Product information

  • Title: Oracle CRM On Demand Dashboards
  • Author(s): Michael D. Lairson
  • Release date: August 2010
  • Publisher(s): McGraw Hill Computing
  • ISBN: 9780071745352